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HubSpot
HubSpot
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects HubSpot and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and Salesforce with AI agents and code
Beyond Zap workflows. Call HubSpot and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use HubSpot and Salesforce
Align HubSpot deals with Salesforce opportunities
Automate your deal tracking by having Zapier create or update Salesforce opportunities every time HubSpot deals are added or updated. This keeps business owners aware of sales progression or gaps while driving better decision-making based on accurate CRM reports.
When a new Salesforce record (like a deal or lead) is created, Zapier can instantly add it to HubSpot. This bridges the gap between platforms enabling IT admins to streamline how data flows between CRMs without building custom API connections. It helps both platforms stay up to date effortlessly.
Zapier ensures that when HubSpot generates a new contact, it automatically syncs as a new contact in Salesforce. This cleanup workflow eliminates manual entry and keeps marketing and sales teams aligned. By automating this process, the teams improve productivity and reduce data inconsistencies.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your HubSpot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Salesforce
What is the first step in integrating HubSpot with Salesforce?
The first step in integrating HubSpot with Salesforce is to ensure that both platforms are properly set up and that you have the right permissions. From there, you can set up triggers in HubSpot to sync contacts, leads, or companies to Salesforce. Our integration process assists with mapping fields between the two applications.
How do triggers function within the HubSpot and Salesforce integration?
Triggers in our integration allow you to specify an event in HubSpot, such as a new contact being created or updated, which then initiates an action within Salesforce. For instance, once a contact is created in HubSpot, we can automatically push that information into Salesforce as a new lead.
Can workflow automations from HubSpot be mirrored in Salesforce?
Yes, using our integration tools, specific workflow automations triggered in HubSpot can result in corresponding actions within Salesforce. For example, if a deal stage changes in HubSpot, that can be mirrored as an opportunity update in Salesforce.
How frequently do data syncs occur between the two platforms?
The frequency of data synchronization between HubSpot and Salesforce depends on your specific configuration. By default, we offer real-time syncing where possible but also support scheduled daily updates for less time-sensitive data.
Are there any limitations on data fields when integrating HubSpot with Salesforce?
While most standard and custom fields can be mapped during integration setups, some limitations exist around special field types or very large custom objects. We recommend checking compatibility during your setup process.
What happens if there's a conflict between data values in both systems?
In cases of conflicting data between HubSpot and Salesforce, we provide options for reconciliation rules which determine which system's value takes precedence. You can set these rules based on your business priorities.
Is it possible to integrate only specific objects or data points from HubSpot with Salesforce?
Yes, our integration setup allows for selective syncing so you can choose specific objects or data points from HubSpot to be integrated with Salesforce based on criteria like lead status or contact properties.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.